Tina Winter becomes a Fellow of the Personal Finance Society
17th October 2018After three decades of working in Financial Services, accumulating advanced qualifications in pensions, tax and investment planning, Tina has become a Fellow of the Personal Finance Society. The fellowship is…
Winners of the David Norton Building Excellence award
9th October 2018If you have not been active on Social Media in the past week, you might have missed the news that Balance: Wealth Planning Limited were the winners of the 2018…
Free financial planning sessions – part of national campaign
25th September 2018When it comes to planning for the future, it’s sometimes difficult to know where to start. There might be a bucket list, a dreams board, or even a worry box….
Inheritance tax – 10 essential financial planning steps
One of the questions we hear all the time as part of our financial planning discussions is “How do I reduce the Inheritance Tax that will be due when I…
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